Slides
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DÜRR GROUP . Save the date Capital Markets Day December 9 & 10 , 2026 Bietigheim - Bissingen Results January to June 2026 August 6 , 2026 Bietigheim - Bissingen DURR
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Bildausschnitte können mit dem Bildtool - „Zuschneiden“ und „Anpassen“ verändert werden. Overview 1 2
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www.durr-group.com Bei Texteingabe: Wählen Sie bitte Start – Absatz - „Listenebene erhöhen”, um die gewünschte Aufzählungsebene zu erhalten. Ebenen: Ändern der Fußzeile: Einfügen → “Kopf- und Fußzeile" Bildausschnitte können mit dem Bildtool - „Zuschneiden“ und „Anpassen“ verändert werden. © Dürr AG, Results Q2/H1 2026, August 6, 2026 3 Overview: Q2 2026 at a glance Solid operational performance in core businesses, efficiency program for BBS Automation OI +13% yoy driven by Automotive Revenues -2% yoy: Automotive up, Woodworking down, Industrial Automation mixed EBIT margin b.e.e. slightly expanded Favorable mix and earlier cost cutting programs fueled earnings despite significant headwind at BBS Automation Comprehensive efficiency measures initiated at BBS Automation: Vector program Extraordinary effects partially considered in Q2, most restructuring charges to be booked in H2 2026 FY 2026 forecast: All group KPIs confirmed
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www.durr-group.com Bei Texteingabe: Wählen Sie bitte Start – Absatz - „Listenebene erhöhen”, um die gewünschte Aufzählungsebene zu erhalten. Ebenen: Ändern der Fußzeile: Einfügen → “Kopf- und Fußzeile" Entscheiden Sie dabei, ob die Platzierung der Bildbeschriftung oben oder unten sinnvoll ist. Achten Sie auf Einheitlichkeit → entweder oben oder unten. Hierzu müssen Sie den Platzhalter mit der Bildbeschriftung von Hand nach unten verschieben. Bitte passen Sie nach Bedarf den Hintergrund der Bildbeschriftung an. Die hier markierten Farben sind möglich: Order intake (€ million) Sales (€ million) EBIT b.e.e. (€ million) Free cash flow (€ million) © Dürr AG, Results Q2/H1 2026, August 6, 2026 4 Overview of KPIs: Improved margin Q2: Increase in order intake and EBIT margin b.e.e. despite slightly lower revenues 957 807 914 1,080 H1 2025 H1 2026 1,887 1,871 -1% Q2 Q1 940 9811,001 1,007 H1 2025 H1 2026 2,008 1,921 -4% Q2 Q1 39 39 42 42 H1 2025 H1 2026 81 81 0% Q2 Q1 4.2% 4.3% 3.9% 4.2% Margin +13% -2% 0% 4.0% 4.2% 27 46 6 1 H1 2025 H1 2026 47 32 Q2 Q1
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www.durr-group.com Bei Texteingabe: Wählen Sie bitte Start – Absatz - „Listenebene erhöhen”, um die gewünschte Aufzählungsebene zu erhalten. Ebenen: Ändern der Fußzeile: Einfügen → “Kopf- und Fußzeile" Zeilenumbruch innerhalb eines Absatzes: Weicher Umbruch (Shift + Enter) → kein Abstand © Dürr AG, Results Q2/H1 2026, August 6, 2026 5 Key aspects ▪ Normalization of order intake vs “tariff-trough” in 2025 ▪ Orders fueled by Automotive and Industrial Automation (Measuring and Process Systems) ▪ Market weakness at BBS Automation ▪ FX headwind: €47 m (H1 2026 yoy) Overview: Order intake up in Q2 yoy 807 763 957 914 1.07 1,080 Q1 0.81 Q2 0.73 Q3 1.12 1,245 Q4 1.02 Q1 0.93 Q2 +13.3% -4.5% Book-to-bill Order intake 2025 €3,895 m 2026 €1,871 m
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www.durr-group.com Bei Texteingabe: Wählen Sie bitte Start – Absatz - „Listenebene erhöhen”, um die gewünschte Aufzählungsebene zu erhalten. Ebenen: Ändern der Fußzeile: Einfügen → “Kopf- und Fußzeile" Zeilenumbruch innerhalb eines Absatzes: Weicher Umbruch (Shift + Enter) → kein Abstand © Dürr AG, Results Q2/H1 2026, August 6, 2026 6 Americas has emerged as most important region for the Group ▪ Dynamic order development in Brazil, India, China, and the US ▪ New business in Europe still muted ▪ Good project pipeline in the US Overview: Order intake by regions 202 523 208 635 319234 570 210 550 307 China Americas Germany Europe (w/o Germany) Asia (w/o China), Africa, Australia 1,887 1,871 Total -1% +16% +9% +1% -13% -4% H1 2025 H1 2026 in € m
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www.durr-group.com Bei Texteingabe: Wählen Sie bitte Start – Absatz - „Listenebene erhöhen”, um die gewünschte Aufzählungsebene zu erhalten. Ebenen: Ändern der Fußzeile: Einfügen → “Kopf- und Fußzeile" Zeilenumbruch innerhalb eines Absatzes: Weicher Umbruch (Shift + Enter) → kein Abstand © Dürr AG, Results Q2/H1 2026, August 6, 2026 7 ▪ Automotive and Woodworking with lower revenues in China ▪ Increase in Europe based on execution of projects in Spain (Automotive) ▪ FX headwind: €36 m (H1 2026) Overview: Sales by regions 295 601 243 588 282190 576 247 654 254 China Americas Germany Europe (w/o Germany) Asia (w/o China), Africa, Australia 2,008 1,921 Total -4% -36% -4% +2% +11% -10% H1 2025 H1 2026 in € m
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Bildausschnitte können mit dem Bildtool - „Zuschneiden“ und „Anpassen“ verändert werden. Divisions 2
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www.durr-group.com Bei Texteingabe: Wählen Sie bitte Start – Absatz - „Listenebene erhöhen”, um die gewünschte Aufzählungsebene zu erhalten. Ebenen: Ändern der Fußzeile: Einfügen → “Kopf- und Fußzeile" Zeilenumbruch innerhalb eines Absatzes: Weicher Umbruch (Shift + Enter) → kein Abstand H1 2025 H1 2026 Δ Q2 2025 Q2 2026 Δ Incoming orders in € m 910.4 975.8 7.2% 404.0 516.8 27.9% Sales revenues in € m 1,014.4 1,000.1 -1.4% 514.7 520.7 1.2% EBIT b.e.e. in € m 67.7 63.3 -6.6% 35.6 34.4 -3.4% EBIT margin b.e.e. in % 6.7 6.3 -0.3pp 6.9 6.6 -0.3pp EBIT in € m 64.1 61.1 -4.6% 33.6 33.8 0.3% EBIT margin in % 6.3 6.1 -0.2pp 6.5 6.5 - ROCE1 in % 44.8 53.4 +8.7pp 44.8 53.4 +8.7pp © Dürr AG, Results Q2/H1 2026, August 6, 2026 9 ▪ Strong recovery of OI in Q2 after weak prior year base (“tariff-trough”) ▪ EBIT b.e.e. and margin (broadly) flat yoy based on project excellence ▪ Market still demanding, but solid project pipeline, timing of contract awards remain uncertain ▪ Favorable sales channel in H2 2026; no further construction delays foreseen Divisions: Automotive Strong recovery of order intake vs weak Q2 2025 Prior year numbers restated after integration of Lithium-Ion Battery into Automotive from 01/2026 1 annualized
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www.durr-group.com Bei Texteingabe: Wählen Sie bitte Start – Absatz - „Listenebene erhöhen”, um die gewünschte Aufzählungsebene zu erhalten. Ebenen: Ändern der Fußzeile: Einfügen → “Kopf- und Fußzeile" Zeilenumbruch innerhalb eines Absatzes: Weicher Umbruch (Shift + Enter) → kein Abstand H1 2025 H1 2026 Δ Q2 2025 Q2 2026 Δ Incoming orders in € m 297.4 264.9 -10.9% 118.7 134.7 13.5% Sales revenues in € m 312.8 300.0 -4.1% 143.4 146.8 2.4% EBIT b.e.e. in € m 13.1 1.4 -89.2% 4.1 -3.6 - EBIT margin b.e.e. in % 4.2 0.5 -3.7pp 2.8 -2.4 -5.3pp EBIT in € m -120.9 -109.6 9.3% -123.7 -109.8 11.2% EBIT margin in % -38.7 -36.5 +2.1pp -86.3 -74.8 +11.5pp ROCE1 in % 4.4 4.5 +0.1pp 4.4 4.5 +0.1 pp © Dürr AG, Results Q2/H1 2026, August 6, 2026 10 ▪ Very heterogenous development of Industrial Automation's two business units ▪ Overall picture: Measuring and Process Systems (MPS) very solid, BBS Automation suffering from weakness in end markets (Life Science solid, Mobility subdued) ▪ MPS with strong development in all KPIs (double-digit growth of OI, sales, and EBIT b.e.e. in H1 2026 yoy) fueled by various end markets (Aerospace, Energy/AI, Automotive) ▪ Demand at BBS Automation even weaker than assumed last year causing all KPIs to decline significantly in H1 2026 yoy (including some extra project charges) ▪ Efficiency program Vector started, resulting in non-cash goodwill impairment of €94.9 m (Q2 2026) and additional restructuring charges (mainly H2 2026) Divisions: Industrial Automation Determined action at BBS Automation considering performance in H1 and market weakness Prior year numbers restated after exclusion of Lithium-Ion-Battery and BENZ Tooling out of Industrial Automation from 01/2026 1 annualized
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www.durr-group.com Bei Texteingabe: Wählen Sie bitte Start – Absatz - „Listenebene erhöhen”, um die gewünschte Aufzählungsebene zu erhalten. Ebenen: Ändern der Fußzeile: Einfügen → “Kopf- und Fußzeile" Zeilenumbruch innerhalb eines Absatzes: Weicher Umbruch (Shift + Enter) → kein Abstand H1 2025 H1 2026 Δ Q2 2025 Q2 2026 Δ Incoming orders in € m 682.9 634.0 -7.2% 285.5 264.0 -7.5% Sales revenues in € m 686.7 625.7 -8.9% 345.3 316.1 -8.4% EBIT b.e.e. in € m 28.3 25.0 -11.9% 15.4 15.5 0.3% EBIT margin b.e.e in % 4.1 4.0 -0.1pp 4.5 4.9 +0.4pp EBIT in € m 26.5 24.1 -9.1% 14.2 15.1 6.4% EBIT margin in % 3.9 3.8 -0.0pp 4.1 4.8 +0.7pp ROCE1 in % 11.6 14.8 +3.3pp 11.6 14.8 +3.3pp © Dürr AG, Results Q2/H1 2026, August 6, 2026 11 ▪ Order intake affected by weak macro environment (esp. new equipment); HOMAG gained market share ▪ Sales reflect weaker OI in 2025 ▪ EBIT margin b.e.e. up in Q2 based on mix (e.g. software HOMAG INTELLIGENCE 2) and ongoing headcount churn/hiring freeze ▪ EBIT includes one-offs (H1: €-6 m): higher R&D, factory ramp-up Poland, SAP-linked costs ▪ Big-ticket timber house order (Q4 2025) to be executed from H2 2026 ▪ Weaker OI is closely monitored inline with clear focus on profitability Divisions: Woodworking Margin improvement in a challenging market (Q2) Prior year numbers restated after integration of BENZ Tooling into Woodworking from 01/2026 1 annualized; 2 HOMAG INTELLIGENCE: cloud-based software platform for seamless process of furniture sales to production
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Bildausschnitte können mit dem Bildtool - „Zuschneiden“ und „Anpassen“ verändert werden. Vector Efficiency program for BBS Automation 3 12
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www.durr-group.com Bei Texteingabe: Wählen Sie bitte Start – Absatz - „Listenebene erhöhen”, um die gewünschte Aufzählungsebene zu erhalten. Ebenen: Ändern der Fußzeile: Einfügen → “Kopf- und Fußzeile" Zeilenumbruch innerhalb eines Absatzes: Weicher Umbruch (Shift + Enter) → kein Abstand © Dürr AG, Results Q2/H1 2026, August 6, 2026 13 Enhance competitiveness and profitability in a smaller business with good growth perspectives Vector: 3-dimensional program for BBS Automation Life Science ▪ Growing market ▪ Focus on US and Europe ▪ Leadership: Chicago (USA) Mobility ▪ E-mobility demand begins to grow, but needs longer to establish ▪ New capex cycle not before late ’20s ▪ Aligning capacities to current market demand ▪ Leadership: Kunshan (China) Efficiency/optimization ▪ Increase process excellence ▪ Investments in sales, service, R&D ▪ Global innovation management ▪ Adaptation of organizational structure ▪ Harmonize processes + IT tools Capacity adjustments (planned) ▪ Reduction of around 500 out of 2,300 jobs worldwide ▪ Execution in 2026 and 2027 Revenues: > €600 m Previous target > €800 m, but e-mobility market structurally smaller than initially assumed Profitability: 8% EBIT b.e.e (2025: 2.4%) Two markets Determined measures 2030 commitment
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www.durr-group.com Bei Texteingabe: Wählen Sie bitte Start – Absatz - „Listenebene erhöhen”, um die gewünschte Aufzählungsebene zu erhalten. Ebenen: Ändern der Fußzeile: Einfügen → “Kopf- und Fußzeile" Zeilenumbruch innerhalb eines Absatzes: Weicher Umbruch (Shift + Enter) → kein Abstand © Dürr AG, Results Q2/H1 2026, August 6, 2026 14 Vector Financial impact Restructuring charges ▪ €40 to €50 m (mainly for Vector) ▪ Partially booked in Q2, remainder to be considered in H2 2026 ▪ ~200 HC in Germany, 300 abroad Goodwill impairment ▪ Demand in e-mobility sector weaker than assumed last year ▪ Remaining goodwill almost fully impaired: around €90 to €100 m in Q2 2026 Benefits ▪ Annual cost savings of around €30 m from 2027 (Vector only) ▪ Initial cost benefits already in 2026 (mid single-digit m €) ▪ Topline growth from 2027 fueled by Life Science, market share gains (sales initiatives) and more service revenues (target 15%) ▪ Sales initiatives, process excellence, service business ramp-up, synergies, and innovation spending contribute to 8% margin target
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Bildausschnitte können mit dem Bildtool - „Zuschneiden“ und „Anpassen“ verändert werden. Financials 4 15
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www.durr-group.com Bei Texteingabe: Wählen Sie bitte Start – Absatz - „Listenebene erhöhen”, um die gewünschte Aufzählungsebene zu erhalten. Ebenen: Ändern der Fußzeile: Einfügen → “Kopf- und Fußzeile" Zeilenumbruch innerhalb eines Absatzes: Weicher Umbruch (Shift + Enter) → kein Abstand © Dürr AG, Results Q2/H1 2026, August 6, 2026 16 Financials: Key financial indicators H1 2025 H1 2026 Δ Q2 2025 Q2 2026 Δ Sales revenues in € m 2,008.3 1,921.5 -4.3% 1,000.9 981.3 -2.0% Gross profit on sales in € m 452.2 435.1 -3.8% 226.0 218.3 -3.4% Gross margin in % 22.5 22.6 +0.1pp 22.6 22.2 -0.3pp EBITDA in € m 133.6 135.0 1.0% 66.5 66.2 -0.4% EBIT before extraordinary effects in € m 81.1 81.0 -0.1% 41.8 41.9 0.3% EBIT margin before extraordinary effects in % 4.0 4.2 +0.2pp 4.2 4.3 +0.1pp EBIT in € m -57.9 -28.6 50.7% -88.7 -63.4 28.6% EBIT margin in % -2.9 -1.5 +1.4pp -8.9 -6.5 +2.4pp Net income/loss in € m -93.4 -68.3 26.9% -110.5 -89.1 19.4% ROCE1 in % 11.6 17.1 +5.5pp 11.6 17.1 +5.5pp Free cash flow in € m 47.2 32.3 -31.5% 46.0 5.6 -87.9% Net financial status in € m -480.8 -77.7 83.8% -480.8 -77.7 83.8% Employees 18,258 17,480 -4.3% 18,258 17,480 -4.3% 1 annualized
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www.durr-group.com Bei Texteingabe: Wählen Sie bitte Start – Absatz - „Listenebene erhöhen”, um die gewünschte Aufzählungsebene zu erhalten. Ebenen: Ändern der Fußzeile: Einfügen → “Kopf- und Fußzeile" Zeilenumbruch innerhalb eines Absatzes: Weicher Umbruch (Shift + Enter) → kein Abstand © Dürr AG, Results Q2/H1 2026, August 6, 2026 17 Key aspects ▪ Customer-induced execution delays in Q1 2026, but normalization from Q2 ▪ Sequential acceleration of sales generation in Automotive and Woodworking in Q2 2026 qoq Sales split H1 2026 Financials: Sales acceleration in Q2 73% 12% 10% 5% Equipment Service spare parts Service modification Service others Sales revenues in € m 1,007 Q1 1,001 Q2 1,044 Q3 1,116 Q4 940 Q1 981 Q2 -2.0% +4.4% H1 2026: €1,921 m2025: €4,168 m
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www.durr-group.com Bei Texteingabe: Wählen Sie bitte Start – Absatz - „Listenebene erhöhen”, um die gewünschte Aufzählungsebene zu erhalten. Ebenen: Ändern der Fußzeile: Einfügen → “Kopf- und Fußzeile" Zeilenumbruch innerhalb eines Absatzes: Weicher Umbruch (Shift + Enter) → kein Abstand © Dürr AG, Results Q2/H1 2026, August 6, 2026 18 Financials: EBIT margin b.e.e. up yoy H1 2026: €81 m2025: €232 m Key aspects H1 ▪ Gross margin slightly up in H1 2026 yoy ▪ Selling and admin expenses under tight control ▪ R&D expenses up in H1 2026 yoy ▪ Reported EBIT burdened by €94.9 m goodwill impairment at Industrial Automation (2025: €120.4 m); other extraordinary effects include PPA (€11 m) and restructuring charges (€8 m) 39 42 69 82 39 42 3.9 Q1 4.2 Q2 6.6 Q3 7.4 Q4 4.2 Q1 4.3 Q2 EBIT margin b.e.e.1 in % EBIT b.e.e.1 in € m -58 81 81 -29 19 EBIT H1 2025 reported Extraord. effects EBIT H1 2025 b.e.e.1 Gross profit R&D + SG&A Other EBIT H1 2026 b.e.e.1 Extraord. effects EBIT H1 2026 reported 139 -18 0 -110 0% 1extraordinary effects
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www.durr-group.com Bei Texteingabe: Wählen Sie bitte Start – Absatz - „Listenebene erhöhen”, um die gewünschte Aufzählungsebene zu erhalten. Ebenen: Ändern der Fußzeile: Einfügen → “Kopf- und Fußzeile" Zeilenumbruch innerhalb eines Absatzes: Weicher Umbruch (Shift + Enter) → kein Abstand © Dürr AG, Results Q2/H1 2026, August 6, 2026 19 Financials: Free cash flow clearly positive in H1 Free cash flow in € m H1 2026: €32 m2025: €162 m Key aspects ▪ Operating cash flow clearly positive in H1 2026, but less reduction of NWC than in 2025 ▪ Capex broadly on last year’s level 46 38 77 27 61 Q1 Q2 Q3 Q4 Q1 Q2 47 32 30 3 6 21 FCF June 2025 EBIT -28 D&A -47 Δ NWC 0 Capex incl. Leasing Interests Adjusted income taxes Others FCF June 2026
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www.durr-group.com Bei Texteingabe: Wählen Sie bitte Start – Absatz - „Listenebene erhöhen”, um die gewünschte Aufzählungsebene zu erhalten. Ebenen: Ändern der Fußzeile: Einfügen → “Kopf- und Fußzeile" Zeilenumbruch innerhalb eines Absatzes: Weicher Umbruch (Shift + Enter) → kein Abstand © Dürr AG, Results Q2/H1 2026, August 6, 2026 20 Financials: Net working capital further reduced 1 annualized 36 31 27 28 23 401 Q1 27 296 Q2 355 Q3 307 Q4 291 Q1 250 Q2 H1 20262025 DWC NWC in € m Key aspects ▪ Higher inventories and contract assets due to accelerated project execution ▪ More than offset by increases in trade payables and prepayments ▪ DWC at a very low level of 23 in € m 06/30/2025 12/31/2025 06/30/2026 Inventories and prepayments 611.9 573.2 663.2 + Total trade receivables 556.8 510.5 498.8 + Total contract assets 568.7 534.8 575.8 - Trade payables (incl. liabilities from notes payable) 472.1 391.4 484.2 - Total contract liabilities 968.9 920.0 1,003.6 = Net working capital 296.4 307.1 249.9 DWC1 26.6 26.5 23.4
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www.durr-group.com Bei Texteingabe: Wählen Sie bitte Start – Absatz - „Listenebene erhöhen”, um die gewünschte Aufzählungsebene zu erhalten. Ebenen: Ändern der Fußzeile: Einfügen → “Kopf- und Fußzeile" Zeilenumbruch innerhalb eines Absatzes: Weicher Umbruch (Shift + Enter) → kein Abstand © Dürr AG, Results Q2/H1 2026, August 6, 2026 21 Financials: Net financial debt at a continued low level in € m 06/30/2025 12/31/2025 06/30/2026 Total liquidity 811.7 1,194.0 914.8 - Gross debt -1,292.5 -1,259.7 -992.5 = Net financial status -480.8 -65.7 -77.7 EBITDA LTM 307.6 306.5 307.8 Net financial debt / EBITDA 1.6 0.2 0.3 -482 -481 -482 -66 -47 -78 28% Q1 31% Q2 30% Q3 5% Q4 3% Q1 6% Q2 Gearing Net financial statusin € m H1 20262025 Key aspects ▪ Lower total liquidity reflecting dividend payment and repayment of convertible and Schuldschein tranche (→ reduced gross debt) ▪ Positive impact from FCF ▪ Strong yoy reduction of net financial debt due to proceeds from the sale of the environmental technology business
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www.durr-group.com Bei Texteingabe: Wählen Sie bitte Start – Absatz - „Listenebene erhöhen”, um die gewünschte Aufzählungsebene zu erhalten. Ebenen: Ändern der Fußzeile: Einfügen → “Kopf- und Fußzeile" Zeilenumbruch innerhalb eines Absatzes: Weicher Umbruch (Shift + Enter) → kein Abstand © Dürr AG, Results Q2/H1 2026, August 6, 2026 22 Financials: Comfortable liquidity headroom in € bn 0 50 100 150 200 250 2026 2027 2028 2029 2030 2031 2032 Without leasing liabilities or accrued interest ▪ Repayment of convertible (€150 m) in Q1 and Schuldschein tranche (€100 m) in Q2 ▪ Early repayment of €18.5 m Schuldschein in July 2026 instead of 2027 ▪ Credit facilities unutilized (syn loan): €750 m maturing in 2030 ▪ Other financial liabilities not included 0.0 0.5 1.0 1.5 2.0 0.75 0.91 Available funds 2026/06/30 Financial liabilities < 12 months 1.66 0.22 Maturity profile, June 30, 2026 (outstanding financial instruments only) in € million Cash credit facilities Cash and cash equivalents Schuldschein loans
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Bildausschnitte können mit dem Bildtool - „Zuschneiden“ und „Anpassen“ verändert werden. Outlook 5
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www.durr-group.com Bei Texteingabe: Wählen Sie bitte Start – Absatz - „Listenebene erhöhen”, um die gewünschte Aufzählungsebene zu erhalten. Ebenen: Ändern der Fußzeile: Einfügen → “Kopf- und Fußzeile" Zeilenumbruch innerhalb eines Absatzes: Weicher Umbruch (Shift + Enter) → kein Abstand © Dürr AG, Results Q2/H1 2026, August 6, 2026 24 Group guidance for 2026 confirmed Actual 2025 H1 2026 Targets 2026 Incoming orders in € m 3,895 1,871 3,800 – 4,200 Sales revenues in € m 4,168 1,921 3,900 – 4,300 EBIT margin before extraordinary effects in % 5.6 4.2 5.0 – 6.5 ROCE in % 15.6 17.1 13 – 18 Free cash flow in € m 162 32 -150 – 0 ▪ Forecast provides: no further deterioration of macro conditions ▪ Margin in H1 2026 impacted by one-off (operating) items which are also addressed with Vector program ▪ Supporting factors for margin improvements in H2 2026 − Automotive: Better seasonality (mix) and sales pipeline − Industrial Automation: Initial savings at BBS Automation, decent project pipeline at Measuring and Process Systems − Woodworking: Big-ticket order processing, cost benefits from new plant in Poland − Cost benefits from admin restructuring − Note: €10 m one-off expenses considered in outlook for Woodworking (ERP transition, factory ramp-up Poland) ▪ FCF guidance reflecting shift of customer payments from 2026 into 2025 as well as cash-outs related to tax matters and restructuring
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www.durr-group.com Bei Texteingabe: Wählen Sie bitte Start – Absatz - „Listenebene erhöhen”, um die gewünschte Aufzählungsebene zu erhalten. Ebenen: Ändern der Fußzeile: Einfügen → “Kopf- und Fußzeile" Zeilenumbruch innerhalb eines Absatzes: Weicher Umbruch (Shift + Enter) → kein Abstand © Dürr AG, Results Q2/H1 2026, August 6, 2026 25 Divisional guidance for 2026 Order intake (€ m) Sales revenues (€ m) EBIT margin b.e.e. (%) 20252 H1 2026 Targets 2026 20252 H1 2026 Targets 2026 20252 H1 2026 Targets 2026 Automotive 1,874 976 1,800 – 2,100 2,115 1,000 2,000 – 2,200 7.9 6.3 7.0 – 8.0 Industrial Automation1 622 265 500 – 600 (600 – 750) 665 300 575 – 625 (625 – 725) 5.3 0.5 -1.0 – 1.0 (5.0 – 6.5) Woodworking 1,407 634 1,300 – 1,500 1,397 626 1,300 – 1,400 5.5 4.0 5.0 – 6.0 Minor changes in the composition of the 3 divisions as of January 01, 2026 Business Division since 01/01/26 Division previously Sales 2025 Lithium-Ion Battery (battery business) Automotive Industrial Automation €60 m BENZ Tooling (tooling business) Woodworking Industrial Automation €45 m (thereof €20 m inter-company Benz → HOMAG) 1 Revised guidance from July 2026; former guidance KPIs in brackets 2 The divisional figures for 2025 were adjusted and reflect the changes in the Dürr Group‘s divisional structure as of 01/01/2026
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Bildausschnitte können mit dem Bildtool - „Zuschneiden“ und „Anpassen“ verändert werden. Summary 6
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www.durr-group.com Bei Texteingabe: Wählen Sie bitte Start – Absatz - „Listenebene erhöhen”, um die gewünschte Aufzählungsebene zu erhalten. Ebenen: Ändern der Fußzeile: Einfügen → “Kopf- und Fußzeile" Bildausschnitte können mit dem Bildtool - „Zuschneiden“ und „Anpassen“ verändert werden. © Dürr AG, Results Q2/H1 2026, August 6, 2026 27 ▪ Heterogenous development of businesses ▪ Automotive with strong OI in Q2 and better seasonality in H2 2026 ▪ Mixed picture at Industrial Automation: − Strong performance at Measuring and Process Systems − Weak development of BBS Automation ▪ Self-help measures and cost control ensure solid profitability of Woodworking in a muted environment ▪ Vector efficiency program started at BBS Automation ▪ Strong balance sheet and multi-year cash- generation allow for sustainable dividends ▪ Group guidance confirmed Summary H1/Q2 2026 Dürr Group. Sustainable. Automation. Save the date Capital Markets Day December 9&10, 2026 Bietigheim-Bissingen
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www.durr-group.com Bei Texteingabe: Wählen Sie bitte Start – Absatz - „Listenebene erhöhen”, um die gewünschte Aufzählungsebene zu erhalten. Ebenen: Ändern der Fußzeile: Einfügen → “Kopf- und Fußzeile" Zeilenumbruch innerhalb eines Absatzes: Weicher Umbruch (Shift + Enter) → kein Abstand © Dürr AG, Results Q2/H1 2026, August 6, 2026 Appendix
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www.durr-group.com Bei Texteingabe: Wählen Sie bitte Start – Absatz - „Listenebene erhöhen”, um die gewünschte Aufzählungsebene zu erhalten. Ebenen: Ändern der Fußzeile: Einfügen → “Kopf- und Fußzeile" Zeilenumbruch innerhalb eines Absatzes: Weicher Umbruch (Shift + Enter) → kein Abstand © Dürr AG, Results Q2/H1 2026, August 6, 2026 29 P&L in detail in € m H1 2025 H1 2026 Δ Q2 2025 Q2 2026 Δ Sales revenues 2,008.3 1,921.5 -4.3% 1,000.9 981.3 -2.0% Cost of sales -1,556.1 -1,486.4 4.5% -774.9 -763.0 1.5% Gross profit on sales 452.2 435.1 -3.8% 226.0 218.3 -3.4% Selling expenses -197.2 -187.1 5.1% -99.6 -94.1 5.6% General administrative expenses -121.9 -111.4 8.6% -57.5 -58.4 -1.6% Research and development costs -70.4 -75.9 -7.8% -36.3 -36.8 -1.4% Other operating income 25.6 22.9 -10.7% 13.8 11.2 -19.0% Other operating expenses -146.3 -112.1 23.4% -135.1 -103.5 23.4% Earnings before investment income, interest and income taxes -57.9 -28.6 50.7% -88.7 -63.4 28.6% Investment income 1.0 2.1 110.8% 0.9 0.9 -0.2% Interest and similar income 12.9 11.0 -14.3% 4.7 5.2 8.7% Interest and similar expenses -26.8 -22.7 15.1% -12.9 -11.0 14.6% Earnings before income taxes -70.8 -38.2 46.1% -96.0 -68.3 28.8% Income taxes -22.6 -30.1 -33.5% -14.5 -20.8 -43.1% Profit from continued operations -93.4 -68.3 26.9% -110.5 -89.1 19.4% Profit/loss of the Dürr Group -78.9 -68.3 13.4% -103.7 -89.1 14.1% Attributable to: Non-controlling interests 2.2 1.0 -55.4% 1.5 0.4 -73.3% Shareholders of Dürr Aktiengesellschaft -81.1 -69.3 14.6% -105.3 -89.5 15.0% Number of shares issued in thousands 69,202.1 69,202.1 - 69,202.1 69,202.1 - Earnings per share in € (basic) - continued -1.38 -1.00 27.5% -1.62 -1.29 20.4% Earnings per share in € (basic) - Group -1.17 -1.00 14.5% -1.52 -1.29 15.1% Earnings per share in € (diluted) - continued -1.28 -1.00 21.9% -1.51 -1.29 14.6% Earnings per share in € (diluted) - Group -1.08 -1.00 7.4% -1.42 -1.29 9.2%
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www.durr-group.com Bei Texteingabe: Wählen Sie bitte Start – Absatz - „Listenebene erhöhen”, um die gewünschte Aufzählungsebene zu erhalten. Ebenen: Ändern der Fußzeile: Einfügen → “Kopf- und Fußzeile" Zeilenumbruch innerhalb eines Absatzes: Weicher Umbruch (Shift + Enter) → kein Abstand © Dürr AG, Results Q2/H1 2026, August 6, 2026 30 Balance sheet highlights (1/2) Assets in € m 06/30/2025 12/31/2025 06/30/2026 Non-current assets 1,668.0 1,688.6 1,588.9 of which goodwill and intangibles 837.8 813.3 712.3 of which property, plant and equipment 649.3 660.3 664.6 of which investment and financial assets 47.1 115.3 115.9 Current assets 2,944.8 2,976.1 2,852.5 of which inventories and prepayments 611.9 573.2 663.2 of which contract assets 568.7 534.8 575.8 of which trade receivables 530.2 507.8 496.6 of which sundry financial assets 218.5 273.6 186.8 of which cash and cash equivalents 644.4 964.4 774.4 of which assets held for sale 234.9 6.9 4.6 Total assets 4,612.8 4,664.7 4,441.4
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www.durr-group.com Bei Texteingabe: Wählen Sie bitte Start – Absatz - „Listenebene erhöhen”, um die gewünschte Aufzählungsebene zu erhalten. Ebenen: Ändern der Fußzeile: Einfügen → “Kopf- und Fußzeile" Zeilenumbruch innerhalb eines Absatzes: Weicher Umbruch (Shift + Enter) → kein Abstand © Dürr AG, Results Q2/H1 2026, August 6, 2026 31 Balance sheet highlights (2/2) Equity and liabilities in € m 06/30/2025 12/31/2025 06/30/2026 Total equity 1,075.7 1,353.1 1,237.4 of which non-controlling interests 20.1 18.3 18.1 Non-current liabilities 1,081.7 1,107.6 902.7 of which provisions 56.3 62.1 61.1 of which convertible and Schuldschein loans 891.0 891.3 676.8 of which other financial liabilities 62.9 58.5 59.0 of which deferred taxes 48.2 69.3 68.2 Current liabilities 2,455.3 2,204.1 2,301.4 of which other provisions 136.1 174.6 178.2 of which contract liabilities 955.4 906.3 988.6 of which trade payables 470.7 390.6 472.9 of which convertible and Schuldschein loans 286.1 249.9 214.7 of which sundry financial liabilities 204.5 223.1 184.2 of which other liabilities 148.0 123.6 157.8 of which liabilities held for sale 146.2 0.0 0.0 Total equity and liabilities 4,612.8 4,664.7 4,441.4
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www.durr-group.com Bei Texteingabe: Wählen Sie bitte Start – Absatz - „Listenebene erhöhen”, um die gewünschte Aufzählungsebene zu erhalten. Ebenen: Ändern der Fußzeile: Einfügen → “Kopf- und Fußzeile" Zeilenumbruch innerhalb eines Absatzes: Weicher Umbruch (Shift + Enter) → kein Abstand © Dürr AG, Results Q2/H1 2026, August 6, 2026 32 Cash flow 1Incl. €94.9m impairment as of June 30, 2026 and €120.4m impairment as of June 30, 2025 in € m H1 2025 H1 2026 Q2 2025 Q2 2026 EBT -70.8 -38.2 -96.0 -68.3 Depreciation and amortization of non-current assets1 191.6 163.5 155.2 129.6 Interest result 13.9 11.7 8.2 5.9 Income taxes paid (incl. from disposals) -35.0 -39.5 -19.2 -19.3 Δ Provisions -28.5 -0.4 -7.7 10.8 Δ Net working capital 113.0 65.9 95.5 45.1 Other -47.6 -55.2 -31.4 -45.3 Operating cash flow 136.5 107.8 104.7 58.5 Interest paid (net) -26.9 -23.5 -25.2 -22.3 Repayment lease liabilities -19.3 -20.5 -9.6 -8.6 Adjustment of income taxes paid for the sale of companies 0.0 10.7 0.0 1.1 Capital expenditures -43.1 -42.2 -24.0 -23.2 Free cash flow 47.2 32.3 46.0 5.6 Dividend payment -49.2 -56.4 -49.2 -56.4 Payment for acquisitions -102.9 2.6 -6.6 0.0 Other cash flows 20.3 9.5 11.2 20.1 Change net financial status -84.6 -12.0 1.3 -30.7
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www.durr-group.com Bei Texteingabe: Wählen Sie bitte Start – Absatz - „Listenebene erhöhen”, um die gewünschte Aufzählungsebene zu erhalten. Ebenen: Ändern der Fußzeile: Einfügen → “Kopf- und Fußzeile" Zeilenumbruch innerhalb eines Absatzes: Weicher Umbruch (Shift + Enter) → kein Abstand © Dürr AG, Results Q2/H1 2026, August 6, 2026 33 Overview: Financial figures by division (1/2) 2025 2026 Q11 Q21 Q31 Q41 Total Q1 Q2 Q3 Q4 Total AUTO Incoming orders in € m 506.4 404.0 312.6 651.4 1,874.4 459.0 516.8 975.8 Sales revenues in € m 499.7 514.7 520.3 579.9 2,114.6 479.5 520.7 1,000.1 Order backlog in € m 2,870.2 2,703.7 2,492.1 2,587.5 2,589.5 2,606.3 EBIT in € m 30.4 33.6 38.5 31.1 133.7 27.4 33.8 61.1 EBIT before extraordinary effects in € 32.1 35.6 42.5 57.1 167.4 28.9 34.4 63.3 Employees 6,878 6,857 6,784 6,741 6,750 6,710 INDU Incoming orders in € m 178.7 118.7 176.2 148.2 621.8 130.2 134.7 264.9 Sales revenues in € m 169.4 143.4 166.9 185.6 665.2 153.2 146.8 300.0 Order backlog in € m 475.7 439.1 440.7 407.1 389.4 380.1 EBIT in € m 2.8 -123.7 6.0 3.5 -111.4 0.2 -109.8 -109.6 EBIT before extraordinary effects in € 9.0 4.1 11.1 11.3 35.5 5.0 -3.6 1.4 Employees 3,629 3,574 3,523 3,538 3,489 3,302 1 Quarterly figures for 2025 adjusted compared to last year’s presentation due to minor changes in the divisional structure, pls. see slide 25. WOOD Incoming orders in € m 397.4 285.5 276.6 447.9 1,407.4 370.0 264.0 634.0 Sales revenues in € m 341.4 345.3 358.4 352.2 1,397.3 309.6 316.1 625.7 Order backlog in € m 824.9 734.4 651.0 738.4 800.9 726.1 EBIT in € m 12.3 14.2 20.9 19.4 66.8 9.0 15.1 24.1 EBIT before extraordinary effects in € 12.9 15.4 26.3 22.6 77.2 9.5 15.5 25.0 Employees 6,979 6,928 6,880 6,751 6,712 6,697
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www.durr-group.com Bei Texteingabe: Wählen Sie bitte Start – Absatz - „Listenebene erhöhen”, um die gewünschte Aufzählungsebene zu erhalten. Ebenen: Ändern der Fußzeile: Einfügen → “Kopf- und Fußzeile" Zeilenumbruch innerhalb eines Absatzes: Weicher Umbruch (Shift + Enter) → kein Abstand © Dürr AG, Results Q2/H1 2026, August 6, 2026 34 Overview: Financial figures by division (2/2) 2025 2026 Q11 Q21 Q31 Q41 Total Q1 Q2 Q3 Q4 Total CC / Alloc. / Cons. Incoming orders in € m -2.1 -1.4 -2.9 -2.3 -8.8 -1.8 -1.5 -3.3 Sales revenues in € m -3.1 -2.5 -1.9 -1.4 -8.8 -2.0 -2.4 -4.3 Order backlog in € m -4.4 -3.4 -4.4 -5.2 -5.1 -4.3 EBIT in € m -14.8 -12.8 -11.0 -22.0 -60.6 -1.7 -2.4 -4.1 EBIT before extraordinary effects in € -14.7 -13.3 -11.0 -8.7 -47.7 -4.3 -4.3 -8.6 Employees 905 899 890 851 780 771 Group Incoming orders in € m 1,080.4 806.8 762.5 1,245.1 3,894.8 957.4 914.0 1,871.4 Sales revenues in € m 1,007.4 1,000.9 1,043.7 1,116.3 4,168.4 940.2 981.3 1,921.5 Order backlog in € m 4,166.4 3,873.7 3,579.3 3,727.8 3,774.7 3,708.2 EBIT in € m 30.8 -88.7 54.4 32.0 28.5 34.8 -63.4 -28.6 EBIT before extraordinary effects in € 39.3 41.8 69.0 82.3 232.4 39.1 41.9 81.0 Employees 18,391 18,258 18,077 17,881 17,731 17,480 1 Quarterly figures for 2025 adjusted compared to last year’s presentation due to minor changes in the divisional structure, pls. see slide 25.
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www.durr-group.com Bei Texteingabe: Wählen Sie bitte Start – Absatz - „Listenebene erhöhen”, um die gewünschte Aufzählungsebene zu erhalten. Ebenen: Ändern der Fußzeile: Einfügen → “Kopf- und Fußzeile" Zeilenumbruch innerhalb eines Absatzes: Weicher Umbruch (Shift + Enter) → kein Abstand © Dürr AG, Results Q2/H1 2026, August 6, 2026 35 in € m Overview: Extraordinary effects 2025 2026 Q11 Q21 Q31 Q41 Total Q1 Q2 Q3 Q4 Total AUTO -1.7 -1.9 -4.0 -26.0 -33.7 -1.5 -0.6 -2.2 thereof PPA -1.2 -1.2 -1.2 -1.1 -4.6 -0.9 -1.0 -1.9 INDU -6.2 -127.9 -5.1 -7.8 -146.9 -4.8 -106.2 -111.0 thereof PPA -6.1 -5.8 -5.2 -4.0 -21.2 -4.0 -4.0 -8.0 WOOD -0.6 -1.2 -5.4 -3.2 -10.4 -0.5 -0.4 -0.9 thereof PPA -0.6 -0.6 -0.6 -0.6 -2.3 -0.5 -0.5 -1.1 Corporate Center and allocation effects 0.0 0.4 0.0 -13.3 -12.9 2.5 1.9 4.5 thereof PPA 0.0 0.5 0.0 0.0 0.5 0.0 0.0 0.0 Total -8.5 -130.6 -14.5 -50.3 -203.9 -4.3 -105.3 -109.6 thereof PPA -7.9 -7.1 -6.9 -5.7 -27.6 -5.5 -5.6 -11.0 1 Quarterly figures for 2025 adjusted compared to last year’s presentation due to minor changes in the divisional structure, pls. see slide 25.
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www.durr-group.com Bei Texteingabe: Wählen Sie bitte Start – Absatz - „Listenebene erhöhen”, um die gewünschte Aufzählungsebene zu erhalten. Ebenen: Ändern der Fußzeile: Einfügen → “Kopf- und Fußzeile" Zeilenumbruch innerhalb eines Absatzes: Weicher Umbruch (Shift + Enter) → kein Abstand © Dürr AG, Results Q2/H1 2026, August 6, 2026 36 Free float at 70.3%1 Shareholder structure 1 Free float calculated according to Deutsche Börse AG 2 According to the relevant laws 26.2% 3.5% 70.3% ▪ Members of the Dürr AG Supervisory Board: 0.12% ▪ Members of the Dürr AG Board of Management: 0.07% 2Institutional and private investors, including Heinz und Heide Dürr Stiftung, Berlin Heinz Dürr GmbH, Berlin
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www.durr-group.com Bei Texteingabe: Wählen Sie bitte Start – Absatz - „Listenebene erhöhen”, um die gewünschte Aufzählungsebene zu erhalten. Ebenen: Ändern der Fußzeile: Einfügen → “Kopf- und Fußzeile" Zeilenumbruch innerhalb eines Absatzes: Weicher Umbruch (Shift + Enter) → kein Abstand ▪ 08/06/2026 Interim financial report for the first half of 2026 ▪ 08/25/2026 MWB Research German Select VIII (virtual) ▪ 08/26/2026 Montega Hamburger Investorentage, Hamburg © Dürr AG, Results Q2/H1 2026, August 6, 2026 37 Financial calendar Björn Voss bjoern.voss@durr.com +49 7142 78-1022 Dürr Group investor relations contact Christoph Staib christoph.staib@durr.com +49 7142 78-5251 Mathias Christen mathias.christen@durr.com +49 7142 78-1381 August 2026 September 2026 October 2026 ▪ 09/02/2026 Commerzbank & Oddo Corporate Conference, Frankfurt ▪ 09/22/2026 Berenberg & Goldman Sachs German Corporate Conference, Munich ▪ 09/23/2026 Baader Investment Conference, Munich November 2026 ▪ 10/15/2026 Münchmeyer Petersen Capital Markets Exclusive Company Event, Stuttgart ▪ 11/12/2026 Interim statement for the third quarter of 2026 ▪ 11/17/2026 DZ Bank Equity Conference, Frankfurt ▪ 11/18/2026 LBBW German Company Days (virtual) ▪ 11/24/2026 Eigenkapitalforum, Frankfurt ▪ 11/30/2026 Berenberg European Conference, London Save the date Capital Markets Day December 9&10, 2026 Bietigheim-Bissingen
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www.durr-group.com When entering text: Please select Home – Paragraph – “Increase List Level” to obtain the bulleting/numbering level you require. Levels: Line break within a paragraph: Soft line break (Shift + Enter) → no space. To edit the footer: Insert → “Header & Footer” Table The first line can also be turquoise. Graphics, Charts, Tables and SmartArts Use the option of visualizing contents. Avoid using complicated 3D charts or other distracting display forms. © Dürr AG, Results Q2/H1 2026, August 6, 2026 38 This publication has been prepared independently by Dürr AG/Dürr Group. It may contain statements which address such key issues as strategy, future financial results, events, competitive positions and product developments. Such forward-looking statements are subject to a number of risks, uncertainties and other factors, including, but not limited to those described in Dürr’s disclosures, in particular in the chapter “Risks” in Dürr’s annual report. Should one or more of these risks, uncertainties and other factors materialize, or should underlying expectations not occur or assumptions prove incorrect, actual results, performances or achievements of Dürr may vary materially from those described in the relevant forward-looking statements. These statements may be identified by words such as “expect,” “want,” “anticipate,” “intend,” “plan,” “believe,” “seek,” “estimate,” “will,” “project” or words of similar meaning. Dürr neither intends, nor assumes any obligation, to update or revise its forward-looking statements regularly in light of developments which differ from those anticipated. Stated competitive positions are based on management estimates supported by information provided by specialized external agencies. Our financial reports, presentations, press releases and ad-hoc releases may include alternative financial metrics. These metrics are not defined in the IFRS (International Financial Reporting Standards). Dürr’s net assets, financial position and results of operations should not be assessed solely on the basis of these alternative financial metrics. Under no circumstances do they replace the performance indicators presented in the consolidated financial statements and calculated in accordance with the IFRS. The calculation of alternative financial metrics may vary from company to company despite the use of the same terminology. Further information regarding the alternative financial metrics used at Dürr can be found in our financial glossary on the Dürr web page. Disclaimer
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